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Audit your HubSpot setup

Simply enter your HubSpot login email in the form below, and:
1. Authenticate your HubSpot account.
2. Receive your report via email.

Disclaimer: This doesn’t give us login access to your HubSpot account. More information here. 

Estimated delivery time: 15-20 minutes

 

Strategyzer-2
Kemppi
Gapps
Heeros
Vapaus
HR Datahub
Shortcut
Howspace
Shared Contacts for Gmail
Calqulate
Mediamaisteri
RecRight
TalentAdore
Costa Commerce
Castellum
Hamina
ONEiO
Sevendos
Reaktor
Salesforce
Siili-2
Cloud2
Visma Enterprise
WithSecure
Payhawk
QT Group
QPR
Happy Signals
Growberry
Cubicasa
Toggl Plan
Virta

Why run the audit

  • See what you do well.
  • See where you fall short.

What you’ll get

Actionable and tailored AI-fueled recommendations to improve your overall performance and usage of the platform.

Hubspot diamond partner L
HubSpot-Onboarding-accreditation
HubSpot-Custom-Integration-accreditation
HubSpot-Solutions-Architecture-Design-Accreditation
HubSpot-Content-Experience-accreditation
HubSpot-Platform-enablement-accreditation

Marketing, sales and in-depth data audits

Marketing data audit

1. Improved Campaign Performance

An audit can identify areas where your marketing campaigns are not fully leveraging HubSpot's capabilities, such as workflows, email segmentation, or A/B testing. This ensures that your marketing efforts are more targeted and effective.

2. Enhanced Lead Nurturing

By auditing your setup, you can refine your lead nurturing processes to ensure that leads move efficiently through the funnel. This might involve optimizing lead scoring, refining buyer personas, or improving content delivery to better engage prospects.

3. Data-Driven Insights

An audit can uncover gaps in your reporting and analytics setup, allowing you to adjust data collection and reporting mechanisms for richer insights. This way, marketing strategies can be driven by accurate, actionable data.

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Sales data audit

1. Streamlined Sales Processes

Auditing reveals inefficiencies or redundancies in your sales processes, enabling you to refine your CRM workflows, pipeline stages, and deal tracking. This helps sales teams to operate more efficiently and close deals faster.

2. Better Lead Quality and Follow-Up

It can also help ensure that lead scoring and qualification processes align with sales goals, leading to higher quality leads being passed on to sales teams. This alignment can improve conversion rates and sales productivity.

3. Consistent Communication

An audit can assess your usage of communication tools, like email templates and sequences, ensuring consistency and effectiveness in how sales reps engage with prospects and clients.

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Data management audit

1. Data Integrity and Cleanliness

An audit helps identify and rectify issues with data integrity, such as duplicates, outdated information, or inconsistencies. Maintaining clean data is crucial for reliable reporting and decision-making.

2. Compliance and Security

With increasing emphasis on data privacy, an audit ensures that your data handling practices comply with regulations like GDPR or CCPA. It can also highlight areas where security measures need strengthening.

3. Enhanced Integration and Utilization

By auditing your setup, you can uncover opportunities for better integrating HubSpot with other tools and systems. This ensures that data flows seamlessly across platforms, maximizing the utility of your tech stack.

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4.9 /5
HubSpot Partner rating
Union
500+
implementations done

FAQ

What data do Advance B2B and Valve gain access to during the audit?

Advance B2B and Valve don’t get access to any of your HubSpot data or any login access. We only store the contact email you need to share to begin the audit.

Is any personally identifiable information (PII), such as client names or deal values, accessed or stored?

Personal contact information is not accessed. No personally identifiable information is collected or stored in the process.

Are sales amounts, deal stages, or customer journeys analyzed?

The report doesn’t crawl deal amounts. It will, however, analyze the state of your deal stages as well as the number of deals you create.

Can I choose which parts of my HubSpot data are shared or excluded from the audit?

This is not currently possible. You cannot decide which part of your HubSpot data will be audited. This feature will be added in a future iteration of the HubSpot AI Audit.

Is any data shared with third parties or subcontractors?

In short, yes. We use OpenAI as the language model to produce the audit. However, OpenAI clearly states that they do not store or use said data.

Can I revoke access at any time, and if so, how?

Yes. You can disconnect the app from your HubSpot-connected apps. Note that the tool doesn’t access after the audit is completed. We won’t be mad; it’s good hygiene to disconnect tools you don’t actively use from your HubSpot ecosystem.

Is my data protected during the audit? Is it encrypted or anonymized?

The data is encrypted, and the audit results are securely stored in HubSpot (the results of your audit are displayed on a webpage that’s not indexed on search engines).

What tools or platforms does Advance B2B and Valve use in the audit process?

  • OpenAI, to run the audit.
  • Make, to connect OpenAI & HubSpot.
  • HubSpot, to display your results.

Do you use cookies or tracking scripts on the audit tool site?

Yes, this website uses several types of cookies:

  • Essential Cookies: Required for the audit tool to function. These store your unique audit session ID and cannot be disabled.
  • Analytics Cookies: HubSpot analytics to understand how you interact with our audit tool and improve the service.
  • Marketing Cookies: Google Tag Manager and Facebook Pixel for advertising measurement and website optimization.

You can manage your cookie preferences through the cookie banner that appears when you first visit the site. Essential cookies are always active as they're necessary for the audit tool to work properly.

What specific data do cookies collect during the audit?

Essential Cookies: Only your unique audit session ID (e.g., "2f8a-f916-54ac-d416") to link your form submission to your audit results.

Analytics Cookies: Page views, time spent on site, form interaction data, and referral sources to improve the audit tool experience.

Marketing Cookies: Website usage patterns for advertising optimization and conversion tracking. No personally identifiable information is stored in cookies.

Is any data transferred outside the EU?

Yes. The anonymised data is processed by OpenAI, but it’s not stored.

How long does the audit process typically take from start to finish?

It typically takes 15 to 20 minutes for the report to reach your email.

Do I get a report, dashboard, or call to go through the results?

You’ll receive a detailed report, sent via email. If you need help to go through the results, you can book a call with our HubSpot experts.

Is this a one-time audit or will data be monitored continuously?

This is a one-time audit. To get an updated audit, you need to restart the process.

Where can I find your official privacy policy and terms of service?

Right here.

Who can I contact in case of a data security or privacy concern?

You can contact Ali Kisaoglu, DPO at Advance B2B & Valve.

ali.kisaoglu@valve.fi

Is any of my HubSpot data stored after the audit is complete?

The report is stored as a webpage hidden from search engines.

Is my data deleted automatically, or do I need to request deletion?

You can reach out to request deletion.

Get more from your HubSpot setup

Start your audit